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TRULX vs VTSMX
TRULX vs VTSMX Comparison
Open Charts TRULX vs VTSMX
T. Rowe Price US Large-Cap Core
Price$41.03
Change-$1.08 (-2.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
TRULX vs VTSMX Comparison Chart
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TRULX vs. VTSMX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TRULX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. TRULX (19.8B). VTSMX pays higher dividends than TRULX: VTSMX (1.26) vs TRULX (0.40). TRULX was incepted earlier than VTSMX: TRULX (15 years) vs VTSMX (33 years). TRULX is a more actively managed with annual turnover of: 57.10 vs. VTSMX (2.00). TRULX has a lower initial minimum investment than VTSMX: TRULX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. TRULX (19.93). VTSMX return over 5 years is better than : 84.16 vs. TRULX (61.05).
| TRULX | VTSMX | TRULX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 18.751 | 26.352 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.84T | 1% |
| Annual Yield % from dividends | 0.40 | 1.26 | 31% |
| Returns for 1 year | 19.93 | 26.90 | 74% |
| Returns for 3 years | 22.24 | 27.88 | 80% |
| Returns for 5 years | 61.05 | 84.16 | 73% |
| Returns for 10 years | 136.89 | 192.04 | 71% |
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